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How to get started with Xero Projects

Identify the right clients

Xero Projects is perfect for small businesses in professional services and trade that require a simple job and cost tracking solution. For bigger businesses that require more functionality, we offer WorkflowMax.

Become an expert

Get rewarded

Earn partner points with Xero Projects to reach the next status level faster. Each paying client earns you 1.5 points, or 1 point where you pay the subscription. Plus you earn 5 points if your practice uses Xero Projects.

Set up Xero Projects

If you hold the Xero subscription for your client

Simply log in to Xero, go to your client's information, and select the Projects tab to get started.

If your client holds the Xero subscription

Advise your client to log in to Xero, and go to the Projects tab. We suggest emailing them this support article as a guide so they get it right first time.

First month free for unlimited users

Existing organisations can use Xero Projects free of charge for a month. After that, it's billed monthly and includes one active user. You only pay for additional users who are active in that month. See the full pricing here.

Xero Projects is free for your practice

To start using Xero Projects for your practice, log in to your Xero practice and navigate to the Projects tab. Xero Projects is available to you as a benefit of the partner program.

Xero Partner?

Talk to your account manager about the best tools and options for your firm.